| Elkhorn Partners Limited Partnership | 0000928400 | May 16, 2024 | 46 | $138.6M |
| AIFG Consultants Ltd. | 0001988547 | May 10, 2024 | 45 | $138.8M |
| W.H. Cornerstone Investments Inc. | 0001940823 | May 6, 2024 | 131 | $138.8M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 33 | $138.8M |
| Unconventional Investor, LLC | 0001910387 | May 13, 2024 | 33 | $138.8M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 14, 2025 | 99 | $138.8M |
| Councilmark Asset Management, LLC | 0002022076 | May 10, 2024 | 85 | $138.8M |
| Industrial Alliance Investment Management Inc. | 0001630798 | Apr 2, 2025 | 5 | $138.9M |
| Echo45 Advisors LLC | 0001908617 | Apr 18, 2024 | 48 | $138.9M |
| Kampmann Melissa S. | 0001999898 | May 15, 2024 | 39 | $139.1M |
| AYAL Capital Advisors Ltd | 0002011524 | May 15, 2024 | 24 | $139.2M |
| Defined Wealth Management, LLC | 0001849518 | Apr 15, 2024 | 103 | $139.2M |
| McClarren Financial Advisors, Inc. | 0001842974 | Jul 26, 2024 | 351 | $139.2M |
| Capstone Wealth Management Group, LLC | 0001923052 | Apr 18, 2024 | 69 | $139.4M |
| Armor Advisors, L.L.C. | 0001600698 | May 15, 2024 | 12 | $139.4M |
| Cosner Financial Group, LLC | 0001674627 | May 2, 2024 | 34 | $139.6M |
| Spotlight Asset Group, Inc. | 0001809159 | May 14, 2024 | 258 | $139.8M |
| Costello Asset Management, INC | 0001760145 | Apr 24, 2024 | 174 | $139.8M |
| Stash Investments, LLC | 0002008308 | May 1, 2024 | 5 | $139.8M |
| Virtus Investment Advisers, LLC | 0000019481 | May 16, 2024 | 347 | $139.9M |
| Merrion Investment Management Co, LLC | 0001383782 | Apr 17, 2024 | 99 | $139.9M |
| Ables, Iannone, Moore & Associates, Inc. | 0002013713 | Apr 30, 2024 | 73 | $140.0M |
| Foundry Financial Group, Inc. | 0002007960 | Apr 30, 2024 | 57 | $140.1M |
| Deere & Co. | 0000315189 | Apr 30, 2024 | 3 | $140.3M |
| BlackDiamond Wealth Management, LLC | 0001903059 | May 13, 2024 | 143 | $140.3M |
| Millington Financial Advisors, LLC | 0001924615 | May 6, 2024 | 78 | $140.3M |
| Andrews, Lucia Wealth Management LLC | 0001906227 | May 14, 2024 | 27 | $140.4M |
| Jabodon PT Co. | 0001594167 | Apr 19, 2024 | 4 | $140.4M |
| Lexington Partners L.P. | 0001621157 | May 13, 2024 | 4 | $140.5M |
| Adapt Wealth Advisors, LLC | 0002013937 | May 2, 2024 | 49 | $140.5M |
| Renasant Bank | 0001656167 | May 9, 2024 | 188 | $140.5M |
| Legacy Capital Wealth Partners, LLC | 0001766228 | May 10, 2024 | 112 | $140.6M |
| Latash Investments, LLC | 0001317961 | May 14, 2024 | 20 | $140.7M |
| Kopion Asset Management, LLC | 0001728689 | May 10, 2024 | 18 | $140.7M |
| Triton Financial Group Inc | 0001811805 | Apr 19, 2024 | 99 | $140.9M |
| Lloyd Harbor Capital Management, LLC | 0001847935 | May 15, 2024 | 12 | $141.1M |
| Valued Wealth Advisors LLC | 0002007175 | Apr 30, 2024 | 604 | $141.2M |
| Philip James Wealth Mangement, LLC | 0002002630 | Apr 29, 2024 | 74 | $141.2M |
| DHK Financial Advisors, Inc. | 0001922962 | May 10, 2024 | 72 | $141.2M |
| Marquette Associates, Inc. | 0002042617 | Nov 14, 2024 | 37 | $141.4M |
| Archvest Wealth Advisors, Inc. | 0001910174 | Apr 29, 2024 | 58 | $141.5M |
| Millennium Capital Advisors, LLC | 0002097025 | Feb 18, 2026 | 120 | $141.5M |
| Lhm, Inc. | 0002009224 | Apr 24, 2024 | 15 | $141.6M |
| Long Island Wealth Management, Inc. | 0002011177 | May 13, 2024 | 73 | $141.6M |
| Capital Square, LLC | 0001798736 | May 7, 2024 | 156 | $141.7M |
| Tenret Co LLC | 0001874146 | Apr 24, 2024 | 30 | $141.8M |
| Sterling Investment Management, LLC | 0001509873 | Apr 22, 2024 | 62 | $141.8M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | Apr 30, 2024 | 42 | $141.8M |
| Security National Bank of Sioux City Iowa | 0000894309 | May 13, 2024 | 90 | $141.9M |
| Richardson Financial Services Inc. | 0002012303 | May 3, 2024 | 621 | $141.9M |
| Massachusetts Wealth Management | 0001966011 | Apr 19, 2024 | 91 | $141.9M |
| Gould Capital, LLC | 0001908965 | May 13, 2024 | 193 | $141.9M |
| Refined Wealth Management | 0001724729 | Apr 18, 2024 | 29 | $142.0M |
| True Vision MN LLC | 0002013460 | Apr 30, 2024 | 91 | $142.0M |
| FFG Retirement Advisors LLC | 0001966438 | Apr 29, 2024 | 45 | $142.0M |
| Aufman Associates Inc | 0001801573 | May 10, 2024 | 46 | $142.0M |
| FSC Wealth Advisors, LLC | 0001925685 | Apr 16, 2024 | 254 | $142.1M |
| Vanguard Capital Wealth Advisors | 0001730578 | Apr 16, 2024 | 153 | $142.2M |
| Carson Advisory Inc. | 0001909304 | May 3, 2024 | 173 | $142.2M |
| Brigade Capital Management, LP | 0001421306 | May 14, 2024 | 17 | $142.2M |
| apricus wealth, LLC | 0001913842 | May 14, 2024 | 91 | $142.2M |
| Kingdom Financial Group LLC. | 0001962236 | May 15, 2024 | 62 | $142.2M |
| Prentiss Smith & Co. Inc. | 0001134687 | Apr 30, 2024 | 69 | $142.2M |
| Helios Capital Management Pte. Ltd. | 0001727612 | May 9, 2024 | 49 | $142.3M |
| Lantern Wealth Advisors, LLC | 0001950218 | May 15, 2024 | 128 | $142.3M |
| Otter Creek Advisors, LLC | 0001640361 | May 10, 2024 | 45 | $142.3M |
| Hein Park Capital Management LP | 0001826937 | May 15, 2024 | 4 | $142.4M |
| KilterHowling LLC | 0001759354 | May 10, 2024 | 46 | $142.4M |
| TrueWealth Financial Partners | 0001908108 | May 14, 2024 | 18 | $142.5M |
| Roger Wittlin Investment Advisory, LLC | 0001911328 | May 2, 2024 | 46 | $142.6M |
| Farrow Financial, Inc. | 0002010644 | May 2, 2024 | 53 | $142.6M |
| Partnership Wealth Management, LLC | 0002010656 | Apr 10, 2024 | 210 | $142.6M |
| Avondale Wealth Management | 0001738720 | Apr 2, 2024 | 124 | $142.7M |
| Hedges Asset Management LLC | 0001906202 | Apr 24, 2024 | 113 | $142.7M |
| Ervin Investment Management, LLC | 0001907802 | Apr 15, 2024 | 36 | $142.7M |
| Client First Capital LLC | 0001822065 | Apr 16, 2024 | 14 | $142.7M |
| Greycroft LP | 0001910274 | May 15, 2024 | 7 | $142.7M |
| Marlin Sams Capital Management LLC | 0001608618 | May 2, 2024 | 2 | $142.8M |
| SWP Financial LLC | 0002014200 | Apr 30, 2024 | 48 | $142.8M |
| Clarus Group, Inc. | 0001844568 | Apr 22, 2024 | 107 | $142.9M |
| Northland Capital Management LLC | 0001693032 | Apr 19, 2024 | 31 | $142.9M |
| Three Seasons Wealth, LLC | 0002044495 | Apr 4, 2025 | 80 | $143.0M |
| Kore Advisors LP | 0001971339 | May 14, 2024 | 13 | $143.0M |
| Beacon Financial Planning, Inc. | 0001966066 | Apr 22, 2024 | 36 | $143.2M |
| Northern Capital Management, Inc. | 0001581794 | May 10, 2024 | 37 | $143.3M |
| Destiny Capital Corp | 0001965275 | May 6, 2024 | 46 | $143.4M |
| Morgens Waterfall Vintiadis & Co. Inc. | 0001016150 | May 15, 2024 | 34 | $143.5M |
| Family Capital Management, Inc. | 0001964344 | Apr 23, 2024 | 70 | $143.5M |
| Meritas Wealth Management, LLC | 0001990690 | Apr 17, 2024 | 49 | $143.7M |
| Meadow Creek Wealth Advisors LLC | 0001801107 | Apr 19, 2024 | 130 | $143.7M |
| EJF Capital LP | 0001353254 | May 16, 2024 | 94 | $143.9M |
| Lederer & Associates Investment Counsel | 0001089707 | Apr 29, 2024 | 89 | $143.9M |
| Planning Directions Inc. | 0000821103 | May 9, 2024 | 76 | $143.9M |
| Diamant Asset Management, Inc. | 0001731124 | Apr 24, 2024 | 73 | $144.0M |
| Mad River Investors | 0001384484 | Apr 19, 2024 | 27 | $144.1M |
| Isomer Partners LP | 0001764008 | May 15, 2024 | 8 | $144.1M |
| Tacita Capital Inc | 0001846287 | May 14, 2024 | 214 | $144.1M |
| Byrne Asset Management LLC | 0001911322 | Apr 22, 2024 | 531 | $144.1M |
| Fourpath Capital Management, LLC | 0001894484 | May 7, 2024 | 140 | $144.2M |
| Solstein Capital, LLC | 0001730769 | Apr 24, 2024 | 312 | $144.2M |